Emerald Growth Fund (HSPGX) Alternatives
Emerald Growth Fund (HSPGX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSPGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HSPGX
HSPGX charges 1.03% annually. Among mutual funds in the Small Cap Growth Equities category, these options have the lowest expense ratios among HSPGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Growth Index Fund | 0.05% | Jul 11, 2019 | HSPGX vs FECGX | |
| Vanguard Small-Cap Growth Index Fund Institutional... | 0.06% | May 24, 2000 | HSPGX vs VSGIX | |
| Vanguard Small-Cap Growth Index Fund Admiral Share... | 0.07% | Sep 27, 2011 | HSPGX vs VSGAX | |
| Vanguard Russell 2000 Growth Index Fund Institutio... | 0.08% | May 25, 2011 | HSPGX vs VRTGX | |
| Vanguard Small Cap Growth Index Fund | 0.19% | May 21, 1998 | HSPGX vs VISGX |
Best Risk-Adjusted Alternatives to HSPGX
Among mutual funds in the Small Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Needham Aggressive Growth Fund Institutional Class | 91 | Dec 30, 2016 | HSPGX vs NEAIX | |
| Needham Aggressive Growth Fund | 90 | Sep 4, 2001 | HSPGX vs NEAGX | |
| Driehaus Micro Cap Growth Fund | 86 | Nov 18, 2013 | HSPGX vs DMCRX | |
| Oberweis Micro Cap Fund | 86 | Dec 29, 1995 | HSPGX vs OBMCX | |
| Hood River Small-Cap Growth Fund | 83 | Jan 2, 2003 | HSPGX vs HRSMX |
Top Performing HSPGX Alternatives (YTD)
HSPGX alternatives from the Small Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Small Cap Opportunities Fund | 29.72% | Mar 20, 2000 | HSPGX vs KSCOX | |
| Kinetics Small Capital Opportunities Advisor Fund ... | 29.65% | Dec 31, 2001 | HSPGX vs KSOAX | |
| Needham Small Cap Growth Fund Institutional | 9.63% | Dec 30, 2016 | HSPGX vs NESIX | |
| Needham Small Cap Growth Fund | 9.51% | May 22, 2002 | HSPGX vs NESGX | |
| Oberweis Micro Cap Fund | 8.96% | Dec 29, 1995 | HSPGX vs OBMCX |
Lowest Volatility Alternatives to HSPGX
HSPGX alternatives from the Small Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | 17.35% | Nov 6, 1995 | HSPGX vs EMCAX | |
| Calvert Small/Mid-Cap Fund Class I | 19.19% | Jul 29, 2011 | HSPGX vs CMCIX | |
| Value Line Small Cap Opportunities Fund | 19.58% | Jun 23, 1993 | HSPGX vs VLEOX | |
| Virtus KAR Small-Cap Value Fund | 19.65% | Jun 28, 2006 | HSPGX vs PXQSX | |
| Eaton Vance Small-Cap Fund | 19.66% | Jan 2, 1997 | HSPGX vs ETEGX |
Lowest Drawdown Alternatives to HSPGX
HSPGX alternatives from the Small Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Empiric 2500 Fund | -10.15% | Nov 6, 1995 | HSPGX vs EMCAX | |
| Value Line Small Cap Opportunities Fund | -10.86% | Jun 23, 1993 | HSPGX vs VLEOX | |
| Ranger Micro Cap Fund | -11.77% | Jun 6, 2018 | HSPGX vs RFIMX | |
| Saratoga Small Capitalization Portfolio | -11.83% | Sep 1, 1994 | HSPGX vs SSCPX | |
| Calamos Timpani Small Cap Growth Fund | -12.38% | Mar 23, 2011 | HSPGX vs CTSIX |
Other Mutual Funds from Emerald
Most popular Emerald mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Emerald Insights Fund | Large Cap Growth Equities | 70 | 0.00% | Aug 1, 2014 | HSPGX vs EFCNX | |
| Emerald Finance and Banking Innovation Fund | Financials Equities | 6 | -12.92% | Feb 18, 1997 | HSPGX vs HSSAX | |
| Emerald Growth Fund Institutional Class | Small Cap Growth Equities | 79 | -5.85% | Oct 21, 2008 | HSPGX vs FGROX |
Often Compared With HSPGX
What investors most often compare with HSPGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.03% | Dec 31, 1997 | HSPGX vs PNSAX |
Compare HSPGX with Any Fund or Stock
Compare HSPGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.